Meridiem Capital Partners
Latest statistics and disclosures from Meridiem Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DHR, UNH, EW, V, CBRS, and represent 18.04% of Meridiem Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: DHR (+$102M), UNH (+$88M), V (+$68M), CBRS (+$67M), MCO (+$66M), MTD (+$64M), EW (+$57M), ZBH (+$55M), SNOW (+$54M), GOOGL (+$52M).
- Started 53 new stock positions in GOOGL, MTD, ALAB, IREN, CRWD, MCHP, NBIS, MDT, COR, CBRS.
- Reduced shares in these 10 stocks: AMZN (-$87M), SYK (-$76M), , TSLA (-$51M), , NFLX (-$43M), WAT (-$41M), ILMN (-$39M), FFIV (-$38M), TRU (-$37M).
- Sold out of its positions in T, AMD, A, AKAM, AMZN, ELV, BILL, TECH, CDNS, CHTR.
- Meridiem Capital Partners was a net buyer of stock by $499M.
- Meridiem Capital Partners has $2.2B in assets under management (AUM), dropping by 45.40%.
- Central Index Key (CIK): 0002026798
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Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 4.6 | $102M | NEW | 537k | 190.48 |
|
| UnitedHealth (UNH) | 3.9 | $88M | NEW | 211k | 415.63 |
|
| Edwards Lifesciences (EW) | 3.5 | $78M | +268% | 859k | 90.46 |
|
| Visa Com Cl A (V) | 3.1 | $68M | NEW | 199k | 343.09 |
|
| Cerebras Systems Com Cl A (CBRS) | 3.0 | $67M | NEW | 302k | 221.00 |
|
| Moody's Corporation (MCO) | 2.9 | $66M | NEW | 145k | 452.92 |
|
| Mettler-Toledo International (MTD) | 2.9 | $64M | NEW | 50k | 1277.51 |
|
| Intel Corporation (INTC) | 2.6 | $58M | -31% | 418k | 139.63 |
|
| Charles River Laboratories (CRL) | 2.5 | $56M | -31% | 247k | 226.79 |
|
| Zimmer Holdings (ZBH) | 2.5 | $55M | NEW | 639k | 86.09 |
|
| Snowflake Com Shs (SNOW) | 2.4 | $54M | NEW | 211k | 254.50 |
|
| Block Cl A (XYZ) | 2.3 | $52M | -5% | 688k | 76.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $52M | NEW | 145k | 357.37 |
|
| International Business Machines (IBM) | 2.1 | $46M | NEW | 164k | 281.21 |
|
| Tenet Healthcare Corp Com New (THC) | 1.9 | $42M | +25% | 227k | 187.08 |
|
| Cloudflare Cl A Com (NET) | 1.9 | $42M | +55% | 170k | 245.28 |
|
| Waters Corporation (WAT) | 1.7 | $37M | -52% | 99k | 375.04 |
|
| Arista Networks Com Shs (ANET) | 1.7 | $37M | +776% | 219k | 169.88 |
|
| Apple (AAPL) | 1.6 | $36M | -37% | 123k | 289.36 |
|
| Hewlett Packard Enterprise (HPE) | 1.5 | $34M | -11% | 758k | 45.11 |
|
| Corpay Com Shs (CPAY) | 1.5 | $34M | +28% | 102k | 333.27 |
|
| Medtronic SHS (MDT) | 1.5 | $34M | NEW | 431k | 78.23 |
|
| Micron Technology (MU) | 1.5 | $34M | NEW | 29k | 1154.29 |
|
| Meta Platforms Cl A (META) | 1.5 | $33M | -15% | 59k | 563.29 |
|
| Bloom Energy Corp Com Cl A (BE) | 1.5 | $32M | NEW | 107k | 302.70 |
|
| Dell Technologies CL C (DELL) | 1.4 | $30M | NEW | 70k | 431.46 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 1.3 | $30M | NEW | 40k | 746.77 |
|
| Reddit Cl A (RDDT) | 1.3 | $30M | NEW | 171k | 173.58 |
|
| Iqvia Holdings (IQV) | 1.3 | $28M | NEW | 145k | 193.22 |
|
| Synopsys (SNPS) | 1.2 | $28M | +135% | 62k | 446.07 |
|
| Jack Henry & Associates (JKHY) | 1.2 | $26M | NEW | 187k | 137.74 |
|
| Spotify Technology S A SHS (SPOT) | 1.1 | $25M | +193% | 55k | 459.13 |
|
| Transunion (TRU) | 1.1 | $24M | -60% | 334k | 72.14 |
|
| Crown Castle Intl (CCI) | 1.0 | $23M | NEW | 309k | 75.73 |
|
| Astera Labs (ALAB) | 1.0 | $23M | NEW | 48k | 483.02 |
|
| Lyft Cl A Com (LYFT) | 1.0 | $23M | NEW | 1.6M | 14.61 |
|
| Wright Express (WEX) | 1.0 | $23M | NEW | 161k | 141.09 |
|
| PerkinElmer (RVTY) | 1.0 | $22M | NEW | 193k | 111.26 |
|
| Encompass Health Corp (EHC) | 0.9 | $21M | NEW | 208k | 101.08 |
|
| Zscaler Incorporated (ZS) | 0.9 | $20M | NEW | 145k | 141.15 |
|
| Palo Alto Networks (PANW) | 0.9 | $20M | -46% | 58k | 341.02 |
|
| Dynatrace Com New (DT) | 0.9 | $19M | +152% | 433k | 43.91 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $19M | NEW | 189k | 100.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $19M | NEW | 92k | 205.02 |
|
| Expedia Group Com New (EXPE) | 0.8 | $19M | +131% | 73k | 255.88 |
|
| Becton, Dickinson and (BDX) | 0.8 | $19M | NEW | 122k | 151.33 |
|
| salesforce (CRM) | 0.8 | $18M | -31% | 117k | 156.66 |
|
| Booking Holdings (BKNG) | 0.8 | $18M | +6759% | 101k | 178.24 |
|
| Mongodb Cl A (MDB) | 0.8 | $18M | NEW | 53k | 335.90 |
|
| Roku Com Cl A (ROKU) | 0.8 | $18M | -41% | 129k | 138.14 |
|
| Corning Incorporated (GLW) | 0.8 | $17M | NEW | 68k | 255.43 |
|
| Twilio Cl A (TWLO) | 0.8 | $17M | 82k | 206.33 |
|
|
| Okta Cl A (OKTA) | 0.8 | $17M | NEW | 123k | 136.45 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.7 | $16M | NEW | 201k | 81.55 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $16M | NEW | 158k | 103.45 |
|
| 10x Genomics Cl A Com (TXG) | 0.7 | $16M | -19% | 422k | 38.34 |
|
| Iren Ordinary Shares (IREN) | 0.7 | $16M | NEW | 353k | 45.73 |
|
| Humana (HUM) | 0.7 | $16M | NEW | 40k | 397.22 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.7 | $15M | NEW | 88k | 170.86 |
|
| Nutanix Cl A (NTNX) | 0.7 | $15M | NEW | 290k | 50.96 |
|
| Guardant Health (GH) | 0.7 | $15M | NEW | 97k | 150.03 |
|
| Oracle Corporation (ORCL) | 0.7 | $15M | NEW | 99k | 146.55 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.6 | $15M | NEW | 370k | 39.10 |
|
| Verisk Analytics (VRSK) | 0.6 | $14M | NEW | 79k | 179.53 |
|
| Caredx (CDNA) | 0.6 | $13M | +42% | 452k | 28.50 |
|
| Digitalocean Hldgs (DOCN) | 0.5 | $12M | NEW | 76k | 157.03 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $11M | NEW | 72k | 154.11 |
|
| Carvana Cl A (CVNA) | 0.5 | $11M | NEW | 166k | 65.82 |
|
| Tesla Motors (TSLA) | 0.5 | $10M | -83% | 24k | 420.60 |
|
| Cardinal Health (CAH) | 0.4 | $9.7M | -64% | 41k | 237.56 |
|
| Zoom Communications Cl A (ZM) | 0.4 | $9.4M | -29% | 109k | 86.31 |
|
| Navan Cl A (NAVN) | 0.4 | $9.2M | NEW | 401k | 22.87 |
|
| AmerisourceBergen (COR) | 0.4 | $9.1M | NEW | 32k | 282.98 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $9.0M | NEW | 12k | 763.14 |
|
| Abbott Laboratories (ABT) | 0.4 | $8.0M | NEW | 89k | 90.74 |
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $7.7M | NEW | 28k | 276.17 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $7.6M | +97% | 58k | 131.43 |
|
| Pinterest Cl A (PINS) | 0.3 | $5.6M | NEW | 267k | 21.03 |
|
| eBay Call Option (EBAY) | 0.3 | $5.6M | -60% | 50k | 111.75 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.2 | $4.5M | NEW | 298k | 15.09 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $3.2M | -15% | 47k | 68.65 |
|
| Insulet Corporation (PODD) | 0.1 | $2.6M | NEW | 17k | 152.25 |
|
| Microchip Technology Call Option (MCHP) | 0.1 | $2.3M | NEW | 25k | 91.20 |
|
Past Filings by Meridiem Capital Partners
SEC 13F filings are viewable for Meridiem Capital Partners going back to 2025
- Meridiem Capital Partners 2026 Q2 filed Aug. 14, 2026
- Meridiem Capital Partners 2026 Q1 filed May 15, 2026
- Meridiem Capital Partners 2025 Q4 filed Feb. 17, 2026
- Meridiem Capital Partners 2025 Q3 filed Nov. 13, 2025